To get started with setting up your general settings for your facility, go to the left Sidebar, of your dashboard and click on "Settings>Advanced>General".
General Settings - Enter the name of your organization, choose appropriate time zone, and select Country.
Optional Settings - Check each desired box, and SAVE.
Email Work Order COMMENTS to the Requester - If selected, an email notification to be automatically sent to the requester with any comments that have been added to a work order.
Display Spaces on Work Order Request Form - If selected, all spaces will show on the work order request form, once a location has been selected.
Require a SPACE When Creating a Work Order - If selected, all work orders will require a space to be selected before submitting the work order.
Allow Portal Users To Add Comments - If selected, Portal users will be able to add comments to a work order.
Expose Departments on Work Order Create Form - If selected, all of your departments will be exposed on the work order request form, including portal users. However when you do this, your service categories will filter based on the department selected.
Warn users when reserving Parent Space if they wish to reserve all child spaces - If selected, a warning message will be displayed, if a user selects a parent space with child spaces.
Use Condensed Navigation Mode - When selecting this option, it condenses your sidebar options, giving it a sleeker look and feel.
Allow Item Closures from Work Orders - This allows you to create a Space Closure within a work order. If you are a bundled client using the Event Scheduler and Work Order Management modules, the space will not be able to be reserved for events during the closure.
Close All Rejected Work Orders - Select this setting if you want to have rejected work orders automatically closed.